--- title: Boards description: Work boards are where the jobs that are not orders get tracked. lastUpdated: 2026-09-30 order: 4 --- Work boards are where the jobs that are not orders get tracked. A board is a set of columns, a card in a column is a task, and dragging a card across moves the task to the status that column stands for. Each task takes an assignee, a due date, a priority and watchers, and it points at the order, contact, item or location it is about, which keeps the work beside the record it belongs to. Tasks also have a list of their own, with saved views for what is open, what is late and what is finished. ## In this section - [Work boards and tasks](/docs/boards/overview.md): Work Boards lists your boards and Tasks lists every task, each with saved views and a create button. - [Creating a work board](/docs/boards/work-boards-create.md): A work board takes a title, a description and the team it belongs to, and that team decides who may rearrange it afterwards. - [Columns and cards](/docs/boards/columns.md): A board is columns of cards, added, renamed, mapped to a status, sorted, cleared, collapsed and reordered, with tasks dragged between them. - [Editing and deleting a work board](/docs/boards/settings.md): Board settings reopens the create form on an existing board, and More Actions deletes it or opens its audit history. - [Creating and editing a task](/docs/boards/tasks-create.md): A task takes a title, description, due date, priority, board placement, reference and parent record, and the same form edits it later. - [Assignees, watchers and status](/docs/boards/tasks-assign-watch.md): A task page sets who the work belongs to, who follows it, and drives it from assigned through in progress, on hold and completed. - [Parent records and task numbers](/docs/boards/tasks-parent-links.md): A task links to the order, contact, item, location or task it is about, and its T-number copies when you select it. - [Tags and notes on a task](/docs/boards/tasks-tags-notes.md): Tags label a task for searching and the notes timeline records what was said and done on it, with files attached.